To Change Your Firm, Ask the Right Questions

Source: Partner Insights

The following includes excerpts, reproduced with permission, from an article by August Aquila.

To make change in your firm, you need to know the right questions to ask and then you need to execute your plan.

This worksheet encourages the firm to answer such questions as “Who are we?” “What is our marketing experience?” and “What is our current makeup and personality?” Questions are also asked about the firm's mission statement, the number of professional staff and their billing rates, how the firm is organized to serve clients, its significant service areas, current marketing activities, fee volume, and governance. The information garnered here is factual in nature, not subjective.

For the complete worksheet, read “What You Need to Know about Your Firm!”

From Partner Insights, January 2013, Aquila Global Advisors, LLC, http://www.aquilaadvisors.com.